tiprankstipranks

Total Portfolio - New Portfolio

PerformancePortfolio Details

SWest

Total Portfolio
Individual Investor
Ranked #19,891 out of 858,885 TipRanks' Investors
Success Rate
78%
304 out of 392
profitable transactions
Average Return
57.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.76%
6-Month Return▼ 8.78%
12-Month Return▲ 87.60%
YTD Return▼ 9.77%
Total Return▲ 119.93%

Best Trade

AssetApple (AAPL)
Opened at
Closed at-
Gain▲ 613.16%

Bio

For individual stocks, the goal is mostly value investing however I reserve the right to spice it up from time to time.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.68%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.30%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.99%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.14%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.17%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.12%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 9.95%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.45%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.68%
▲ 10.96%▲ 2.38%▼ 0.30%
▼ 3.68%▲ 0.19%▲ 0.99%
▼ 0.10%▲ 0.08%▲ 1.14%
▲ 4.06%▲ 1.47%▲ 3.17%
▼ 1.12%▼ 0.86%▼ 6.12%
▲ 0.60%▼ 4.94%▼ 9.95%
▲ 4.89%▲ 4.48%▲ 3.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MEHCQ
23andMe Holding
―
▼ 97.18%
23
Close
Dec 05, 2025
NVEE
NV5 Holdings
―
▲ 67.22%
20
Close
Aug 01, 2025
TIC
TIC Solutions
1.33%
▼ 35.18%
1
Open
Aug 01, 2025
TRPDX
Retirement I 2040 Fund - I Class
25.59%
▲ 6.40%
35
Buy
Apr 25, 2022
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
20.96%
▲ 96.94%
60
Buy
Mar 30, 2022
VEA
Vanguard FTSE Developed Markets ETF
2.82%
▲ 91.51%
33
Buy
Mar 30, 2022
VWUSX
Vanguard U.S. Growth Fund
15.41%
▲ 105.77%
44
Buy
Jan 04, 2022
VFORX
Vanguard Target Retirement 2040 Fund
5.03%
▲ 95.11%
25
Buy
Jan 04, 2022
VWIGX
Vanguard International Growth Fund
7.52%
▲ 52.97%
45
Buy
Jan 04, 2022
JMIA
Jumia Technologies AG
1.13%
▲ 14.74%
14
Buy
Dec 20, 2021
SE
Sea
1.04%
▼ 57.08%
8
Buy
Nov 16, 2021
TMQ
Trilogy Metals
0.5%
▲ 107.49%
1
Open
Aug 20, 2021
BABA
Alibaba
2.38%
▼ 17.64%
11
Buy
Aug 18, 2021
VTI
Vanguard Total Stock Market ETF
5.95%
▲ 122.89%
25
Buy
Aug 18, 2021
VHT
Vanguard Health Care ETF
2.3%
▲ 58.71%
15
Buy
Jul 16, 2021
CCL
Carnival
―
▲ 137.48%
8
Close
Jun 02, 2021
BRK.B
Berkshire Hathaway B
―
▲ 12.71%
6
Close
Dec 28, 2020
AAPL
Apple
5.12%
▲ 272.52%
4
Buy
Oct 21, 2020
TCEHY
Tencent Holdings
―
▲ 19.55%
5
Close
Apr 14, 2020
IBIO
Ibio
―
▼ 22.45%
2
Close
Mar 09, 2020